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SPSCX vs WCMFX
SPSCX vs WCMFX Comparison
Open Charts SPSCX vs WCMFX
Sterling Capital Behav Sm Cp Val Eq
Price$20.56
Change-$0.28 (-1.34%)
VolumeN/A
CapitalizationN/A
WCM SMID Quality Val Fd Institutional
Price$13.37
Change-$0.21 (-1.55%)
VolumeN/A
CapitalizationN/A
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SPSCX vs WCMFX Comparison Chart
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SPSCX vs. WCMFX commentary
Sep 08, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SPSCX is a Buy and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SPSCX has more cash in the bank: 103M vs. WCMFX (72.6M). SPSCX pays higher dividends than WCMFX: SPSCX (1.74) vs WCMFX (0.00). SPSCX was incepted earlier than WCMFX: SPSCX (28 years) vs WCMFX (5 years). SPSCX is a more actively managed with annual turnover of: 154.69 vs. WCMFX (22.00). WCMFX has a lower initial minimum investment than SPSCX: WCMFX (100000) vs SPSCX (1000000). SPSCX annual gain was more profitable for investors over the last year : 19.91 vs. WCMFX (16.67).
| SPSCX | WCMFX | SPSCX / WCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 5 years | - |
| Gain YTD | 6.110 | 11.038 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 72.6M | 142% |
| Annual Yield % from dividends | 1.74 | 0.00 | - |
| Returns for 1 year | 19.91 | 16.67 | 119% |
| Returns for 3 years | 9.31 | 13.93 | 67% |
| Returns for 5 years | 54.91 | N/A | - |
| Returns for 10 years | 55.39 | N/A | - |
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